KING LUTHER CAPITAL MANAGEMENT CORP

Position in AMAT — Applied Materials Inc /De

CIK 310051 FORT WORTH, TX

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Position in AMAT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$39,147,558

+$27,332,220 QoQ

Shares Held

54,146

+56.6% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#514

of 3,487 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

KING LUTHER CAPITAL MANAGEMENT CORP holds $107,558,799 across 7 Semiconductor Equipment & Materials names. AMAT ranks #1 (36.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	54,146	$39,147,558
2	LRCX	Lam Research Corp	84,543	$36,635,018
3	Q	Qnity Electronics, Inc.	87,100	$14,224,301
4	KLAC	Kla Corp	39,660	$11,965,818
5	ASML	Asml Holding NV	2,522	$5,017,367
6	ENTG	Entegris Inc	1,618	$291,013
7	TER	Teradyne, Inc	574	$277,724

All Filings in AMAT

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24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,147,558	54,146	+56.6%	Shares	Sole	2026-08-10
2026-03-31	$11,815,338	34,569	+1792.1%	Shares	Sole	2026-05-11
2025-12-31	$469,520	1,827	-1.9%	Shares	Sole	2026-02-09
2025-09-30	$381,430	1,863	+4.8%	Shares	Sole	2025-11-07
2025-06-30	$325,498	1,778	-10.5%	Shares	Sole	2025-08-07
2025-03-31	$288,208	1,986	-21.6%	Shares	Sole	2025-05-12
2024-12-31	$411,779	2,532	-37.3%	Shares	Sole	2025-02-07
2024-09-30	$815,675	4,037	+2.7%	Shares	Sole	2024-11-08
2024-06-30	$927,676	3,931	+7.6%	Shares	Sole	2024-08-12
2024-03-31	$753,358	3,653	-0.6%	Shares	Sole	2024-05-14
2023-12-31	$595,445	3,674	-7.0%	Shares	Sole	2024-02-09
2023-09-30	$546,739	3,949	-10.2%	Shares	Sole	2023-11-13
2023-06-30	$635,542	4,397	-15.9%	Shares	Sole	2023-08-10
2023-03-31	$642,400	5,230	-2.0%	Shares	Sole	2023-05-11
2022-12-31	$519,717	5,337	-1.0%	Shares	Sole	2023-02-13
2022-09-30	$441,520	5,389	-9.0%	Shares	Sole	2022-11-10
2022-06-30	$538,783	5,922	-65.5%	Shares	Sole	2022-08-11
2022-03-31	$2,260,370	17,150	+5.7%	Shares	Sole	2022-05-11
2021-12-31	$2,552,221	16,219	+6.4%	Shares	Sole	2022-02-14
2021-09-30	$1,962,617	15,246	-6.4%	Shares	Sole	2021-11-10
2021-06-30	$2,319,696	16,290	+1.0%	Shares	Sole	2021-08-13
2021-03-31	$2,155,636	16,135	-1.0%	Shares	Sole	2021-05-12
2020-12-31	$1,405,827	16,290	0.0%	Shares	Sole	2021-02-10
2020-09-30	$968,440	16,290	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.